Salesforce Data Operations Specialist – U.S. Tax Records
3 weeks ago
Overview Salesforce Data Operations Specialist – U.S. Tax Records at Penbrothers. The role focuses on keeping the Salesforce platform running at its best, overseeing database accuracy, managing workflows, and creating reports to provide leadership with clear visibility into performance. This position blends technical expertise with problem-solving to optimize how the team leverages technology to succeed. About the Client Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes. About the Role As a Salesforce Data Specialist, you’ll be the go-to person for keeping our Salesforce platform running at its best. You’ll oversee database accuracy, manage workflows, and create reports that give leadership clear visibility into performance. You’ll blend technical expertise with problem-solving to ensure our team has the tools and insights they need to drive deals forward efficiently. From managing user support to implementing process improvements, you’ll play a key part in optimizing how our team leverages technology to succeed. What You’ll Do Ensure data hygiene and accuracy by keeping all Salesforce records up-to-date and complete Enrich records with accurate details and updates Update ownership and owner contact information regularly Verify ownership using tax records (parcel/entity confirmation) Execute weekly property updates, including: identifying wrong owners; recording new sales; tracking development starts and completions Deduplicate records to maintain clean data Create new property, company, and contact records as needed Track competitor-listed properties within the CRM Job requirements What You Bring Experience working with Salesforce Intermediate proficiency in Excel Familiarity with U.S. tax records (nice to have) 2–5 years of experience with data entry in Salesforce Seniority level Mid-Senior level Employment type Full-time Job function & Industries Industries: Outsourcing and Offshoring Consulting #J-18808-Ljbffr
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